Real understanding and first-hand experience
Built by the Scott family to serve their wealth and the wealth of families like yours, Sandaire brings deep knowledge to your family’s unique needs.
Our story is your story.
While every family of wealth has their own distinct story, we all share pivotal moments that form part of our family lore, whether in recent times or the distant past. Times of triumph, of tough choices and pioneering paths taken. It’s what makes each family wonderfully unique, but it is also a common bond, irrespective of whether wealth is situated at the first or fifth generation of its lifecycle.Our history.
Sandaire’s journey began over a century ago with the pioneering approach and spirited personalities of the Provincial Insurance Company. A path that three generations later – following the sale of Provincial – led to the formation of a family office to meet the investment needs of the Scott family. As expertise widened, so did our offer, creating today’s multi-family office working with extraordinary families to manage their multigenerational wealth needs.
Our values.
As stewards of wealth, it is important to remember our values are not just about past performance, or how Sandaire is performing today. It is also about providing a framework to ensure it will perform well for future generations.
Pioneering.
We strive to stay at the forefront of our industry, both through our exceptional service and our unique approach tailored to you.
Thoughtful.
Our ideas are driven by you and your family. We approach your needs with careful consideration.
Committed.
We dedicate considerable time to building lasting, meaningful relationships with you, as well as our partners and advisers.
Supportive.
We understand that achieving multigenerational wealth is challenging, complex and highly personal. We make it our business to help you on that journey.
Independent.
We are unconditionally impartial, striving to act in your best interests and always with integrity.
Our people.
Our people are experts and have held senior roles across the breadth of the financial services industry in asset management; private banking; private equity; sustainable, responsible and impact investment; professional trusteeship and accounting.
Our Investment, Real Estate and Private Equity teams have over 250 years of combined investment experience. This expertise, coupled with our network of professional partners is the lifeblood of our firm and allows us to give confident, effective and highly valuable advice to clients.
Alex Scott
Founder
As Founder of Sandaire, Alex sets the standard for the level of client service and commitment to wealth stewardship that clients expect.
Andrew Waldren
Chief Operating Officer
Andrew is responsible for operations, IT, HR and facilities and oversees both the day-to-day operating aspects of Sandaire as well as leading various projects to improve the operational capability and effectiveness.
Charlotte Filsell
Head of Family Office Services
Charlotte leads Sandaire’s Family Office Services Team and has principal responsibility for ensuring the delivery of exemplary client service.
Charles Peacock
Family Office Services Director
Charles works closely with his clients, specifically advising family, trust and endowment clients on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two families’ needs are the same.
Janet Tarbet
Family Office Services Director
Janet works closely with clients, specifically Entrepreneurs, on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two families’ needs are the same.
Samuel Bosanquet
Family Office Services Director
Sam works closely with clients, including a number of Single Family Offices, on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two family’s needs are the same.